AVANTIS SHORT-TERM FIXED INC (AVSF) Institutional Ownership Changes & 13F Activity

AVANTIS SHORT-TERM FIXED INC (AVSF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Allworth Financial Lp, Raymond James Financial Inc, Goldman Sachs Group Inc, Royal Bank Of Canada, and Fort Vancouver Investment Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnSell-16,439-100.0%0$22.00Q1 2026Jul 08, 2026
Arkadios Wealth AdvisorsBuy+6,903—6,903$323.10KQ1 2026May 18, 2026
Newedge Advisors, LlcSell-300-4.4%6,527$6.53KQ1 2026May 18, 2026
Allworth Financial LpBuy+180,922—180,922$8.47MQ1 2026May 15, 2026
Goldman Sachs Group IncBuy+44,999—44,999$2.11MQ1 2026May 15, 2026
Royal Bank Of CanadaSell-31,922-80.4%7,794$365.00KQ1 2026May 15, 2026
Fort Vancouver Investment Management, LlcBuy+26,737+17.7%177,514$8.31MQ1 2026May 15, 2026
Smartleaf Asset Management LlcBuy+25,405—25,405$1.19MQ1 2026May 15, 2026
American Century Companies IncBuy+10,967+9.2%130,082$6.09MQ1 2026May 15, 2026
Cardiff Park Advisors, LlcSell-6,164-23.9%19,665$920.33KQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+5,877—5,877$275.04KQ1 2026May 15, 2026
Corient Private Wealth LlcBuy+1,762+2.2%83,429$3.90MQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+1,649—1,649$77.18KQ1 2026May 15, 2026
Morgan StanleyBuy+1,581+142.0%2,694$126.08KQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+1,001+41.4%3,420$159.34KQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+779—779$36.46KQ1 2026May 15, 2026
Raymond James Financial IncBuy+65,649—65,649$3.07MQ1 2026May 14, 2026
Arcadia Wealth Management, Inc.Buy+11,168+22.5%60,810$2.85MQ1 2026May 14, 2026
Endeavor Private Wealth, Inc.Sell-6,895-8.6%73,325$3.43MQ1 2026May 14, 2026
Trajan Wealth LlcSell-5,134-5.9%82,348$3.85MQ1 2026May 14, 2026
Financial Network Wealth Advisors LlcBuy+1,685—1,685$78.86KQ1 2026May 14, 2026
Beaird Harris Wealth Management, LlcSell-225-6.2%3,402$159.21KQ1 2026May 14, 2026
Cwm, LlcBuy+98+9800.0%99$4.63KQ1 2026May 14, 2026
Orion Porfolio Solutions, LlcBuy+21,462—21,462$1.00MQ1 2026May 13, 2026
Geowealth Management, LlcBuy+14,973—14,973$700.77KQ1 2026May 13, 2026
Ae Wealth Management LlcSell-5,762-14.5%33,939$1.59MQ1 2026May 13, 2026
Focus Partners Advisor Solutions, LlcBuy+4,528+6.5%74,212$3.47MQ1 2026May 13, 2026
Mcmill Wealth ManagementBuy+3,182+6.7%50,578$2.37MQ1 2026May 13, 2026
Clearwater Capital Advisors, LlcSell-2,946-11.8%21,963$1.03MQ1 2026May 13, 2026
B&D White Capital Company, LlcBuy+2,723+4.5%63,003$2.95MQ1 2026May 13, 2026
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Frequently asked questions about AVSF activity

  • Which institutional owners are buying AVSF?

    Institutional owners buying AVSF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AVSF activity?

    "Buy" means an investor increased their reported position in AVSF compared to the prior reporting period. This reflects growing exposure to AVANTIS SHORT-TERM FIXED INC (AVSF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AVSF increasing?

    Institutional interest in AVSF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.